linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Andrew Woon

Creative Planning

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Andrew Woon

Jason Andrew Woon is an Investment Advisor Representative with Creative Planning. Jason has been in the industry since 2003. Jason is registered in California and Texas. Prior to joining Creative Planning, Jason worked at WADDELL & REED, INC., FINANCIAL TELESIS INC, and RAYMOND JAMES FINANCIAL SERVICES, INC. Jason is also the Member Owner of Magnificent Six, LLC and Owner of Woon Family Properties 1. Jason's areas of expertise include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning and Selection of Other Advisers.

Firm Information

Jason Woon is currently registered with Creative Planning. Creative Planning is an Overland Park, KS-based firm that provides financial planning, pension consulting, and educational seminars. The firm manages over $175 billion in assets for individuals, businesses, and institutions, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Creative Planning also offers portfolio management services for individuals, businesses, and pooled investment vehicles. The firm has over 879 investment adviser representatives and 1210 total investment advisory personnel.
Creative Planning

5454 W. 110TH STREET

OVERLAND PARK, KS 66211

$175.27B

Assets Under Management

6

Total Clients

832

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Woon’s Registration & Firm History

KS

01/08/2021 - Present

Creative Planning (OVERLAND PARK KS)

CA

11/16/2005 - 01/29/2008

WADDELL & REED, INC. (WALNUT CREEK CA)

CA

03/22/2004 - 09/30/2005

FINANCIAL TELESIS INC (SAN RAFAEL CA)

FL

08/27/2003 - 12/03/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

Not sure if Jason Andrew Woon is right for you?

Licenses & Designations

BOTH

Issued 09/19/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Andrew Woon.
Not sure if Jason Andrew Woon is right for you?